Integration Name:
Integration Type:
Setting up the integration:
- If you are an Aqumulate (formerly Advisor Exchange) user, you can establish an account feed from Aqumulate to Redtail.
- You can contact Aqumulate to let them know you want to establish this feed with Redtail.
- You'll also need to contact Redtail support at 800-206-5030 opt. 3 then opt. 2 or via email at support@redtailtechnology.com to provide the rep name and rep SS# for each rep for whom you want the feed turned on. You'll also need to provide the database owner's name.
- We'll then set this up on our end and the feed typically begins 2-3 business days after setup. Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.
Integration functionality:
Account data is pushed from Aqumulate to Redtail based off of the Tax ID Number.
Aqumulate resources:
Click here to return to the list of Data Feeds.
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